See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS6 years Filed as: FULTON BANK N.A. Service code 15 · EIN 23-1928421 | Recordkeeping | $61,546 |
Service code 10 · EIN 23-2327390 | Accounting | $9,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,110 | $53,165+1.8% | $86,188-37.2% | $74,419-27.3% |
| Participation rate | 31.5% | 64.9%-33.4pp | 69.0%-37.5pp | 70.7%-39.3pp |
| Annual return | 18.65% | 22.64%-4.0pp | 1168.45%-1149.8pp | 34.38%-15.7pp |
| Employer contribution / active EE | $66 | $1,210-94.5% | $2,380-97.2% | $2,637-97.5% |
| Participant deferral / active EE | $2,072 | $3,234-35.9% | $3,985-48.0% | $4,528-54.2% |
| Admin fee / account holder | $330 | $551-40.1% | $6,852-95.2% | $348-5.1% |